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July 2021

Market Update

A2 Global’s  Monthly Market Update

about the rapidly evolving electronics industry

XILINX

Part/SeriesPricingLead TimeNotes
XC4 & XC5 SeriesIncreasing 28-30 weeks or moreThere is insufficient production capacity. MFR is prioritizing allocation to direct customers. The market is not expected to be relieved until next year.
XC6S/XC7V/XC7K SeriesIncreasing 22-52 weeks There is insufficient production capacity. MFR is prioritizing allocation to direct customers. The market is not expected to be relieved until next year.
XC3/XC9528 SeriesIncreasing 28-30 weeks There is insufficient production capacity. MFR is prioritizing allocation to direct customers. The market is not expected to be relieved until next year.

Altera

Part/SeriesPricingLead TimeNotes
EP2 SeriesIncreasing 14-60 weeks Lead times are stretching. Spot buy pricing for out-of-stock items in market are still high.
EP3 Series Increasing 46-52 weeks Lead times are stretching. Spot buy pricing for out-of-stock items in market are still high.
EP4 Series Increasing 42-72 weeks Lead times are stretching. Spot buy pricing for out-of-stock items in market are still high.
MAX II, EPM1/EPM5 Series Increasing Up to 56 weeks Lead times are stretching. Spot buy pricing for out-of-stock items in market are still high.
Enpirion Series (e.g ENxxx) Stable 20-30 weeksLead times are increasing.

Silicon Labs

Part/SeriesPricingLead TimeNotes
SIxxxx SeriesIncreasing 3x 18-65 weeks Unable to pull in
C8051xxx Series Increasing 35-40 weeks Unable to pull in

NXP / Freescale

Part/SeriesPricingLead TimeNotes
Auto grade 32-bit MCU, e.g. SPC5606 Series Increasing 52 weeks+
Deliveries are unstable and delinquent. Prices are not expected to improve this year.
Some LPC Series partsMarket spot pricing is adjusting 52 weeks+
Deliveries are unstable and delinquent.
32-Bit Arm Cortex MCUs, e.g. FS32K144 & FS32K146 SeriesMarket spot pricing is adjusting 52 weeks+
Deliveries are unstable and delinquent.

Microchip

Part/SeriesPricingLead TimeNotes
Ex-SMSC Series, e.g. LAN8720A, LAN8710A, LAN91C11, USB2514B, USB3320C, USB3340Increasing60 weeks or moreThere is an insufficient capacity issue from wafer fab for these series. It is difficult to receive a confirmation date for new and existing orders. Spot buy pricing can increase up to 10x. The supply issue is not expected to be solved in 2021.
Ex-Micrel Series, e.g. KSZ8041NL, KSZ8081RNBCA-TR,KSZ9031RNXCA-TR Increasing60 weeks or more There is an insufficient capacity issue from wafer fab for these series. It is difficult to receive a confirmation date for new and existing orders. Spot buy pricing can increase up to 10x. The supply issue is not expected to be solved in 2021.
Sx-Atmel SeriesIncreasing34-52 or more

Cypress

Part/SeriesPricingLead TimeNotes
Ex-RamtronIncreasing42-60 weeksLead times are continuing to stretch and MFR cannot expedite. Delivery lead times are unstable.

STMicroelectonics

Part/SeriesPricingLead TimeNotes
STM32 SeriesStable, high52 weeks or moreMost parts are still pending on allocation, but some MCU items will increase production (e.g. STM32H7/STM32U5/STM32G4/STM32G0/STM32F2/STM32F4).
IMU/MEMS Series, e.g. LISxxx / LSMxxxIncreasing34 weeks or more

Maxim Integrated

Part/SeriesPricingLead TimeNotes
Interface, e.g. MAX232EESE+T / MAX3485ESA+T / MAX823TEUK+T / MAX706TESA+T, MAX487ECSA+T / MAX487EESA+TIncreasing16-36 weeksIt's difficult to pull in due to tight capacity and the raw material shortage.
Ex-Dallas Series, e.g. DS3232SN#TR / DS3234SN#T&R / DS1340U-33+T&R / DS1339U-33+T&RIncreasing18-50 weeksIt's difficult to pull in due to tight capacity and the raw material shortage. Lead times are further stretched.
Legacy Products, e.g. ICLxxxx SeriesIncreasing24-40+ weeksThere is a lack of production capacity and raw material.

Texas Instruments

Part/SeriesPricingLead TimeNotes
TPS SeriesIncreasing 35-60 weeks or moreSubject to the demand of specific MPNs, spot buy pricing can be volatile. The shortage is expected to last until Q1 2022.

Analog Devices

Part/SeriesPricingLead TimeNotes
Older vintage products, e.g. Op AmpIncreasing16-52 weeks
ADUMxxx SeriesUnstable16-42 weeks or more Certain parts might see lead times stretch up to 50 weeks.
Ex-Linear Tech SeriesUnstable14-50 weeks Lead time orders are being pushing out.

Broadcom

Part/SeriesPricingLead TimeNotes
BCMxxxxIncreasing 15%50-55 weeksLead times remain long.
Ex-PLX SeriesIncreasing50-60 weeks Lead times remain long.

Renesas

Part/SeriesPricingLead TimeNotes
Intersil SeriesIncreasing32 weeks or moreEnhanced Movement Control Order (EMCO) in Malaysia is impacting some of the plant's production and OSAT in Malaysia locations.

MEMORY

MICRON

Part/SeriesPricingLead TimeNotes
DDR3Increasing24-32 weeks
DDR4 Increasing32-40 weeks
MT25 Series (NOR Flash)Increasing26-47 weeks
Pricing is improving. Lead times are longer for high density parts.
MT28 Series (NOR Flash)Increasing 26-51 weeks
Pricing is improving.

ISSI

Part/SeriesPricingLead TimeNotes
DRAM/IS4 Series Increasing 14-24 weeks Expecting price increases in Q3.
NOR Flash, IS25 / IS26 Series Stable 40 weeks or more
Hard to support.

Winbond

Part/SeriesPricingLead TimeNotes
NOR Flash - W25 Series Stable 22-31 weeks or more 32M & 64M on allocation

Macronix

Part/SeriesPricingLead TimeNotes
NOR Flash - MX25 Series Increasing 26-32 weeks or more These parts are on allocation. Prices are increasing due to market demand and long lead times. The situation is not expected to recover this year.
NAND Flash - MX29 Series Increasing 26 weeks or more These parts are on allocation. Prices are increasing due to market demand and long lead times. The situation is not expected to recover this year.

DISCRETES

On Semiconductors

Part/SeriesPricingLead TimeNotes
Ex-Fairchild SeriesIncreasingUp to 54 weeksThere is insufficient capacity and market pricing is subject to market demand.
Ex-Aptina SeriesIncreasing47-52 weeks or more There is insufficient capacity.

Vishay

Part/SeriesPricingLead TimeNotes
Ex-Siliconix, SIxxxx / SQxxxx / 2Nxxxx SeriesIncreasing52-62 weeks or more
The market remains in shortage for MOSFETs.
Infrared Emitters, TSAL SeriesIncreasing27-30 weeks or more

Infineon

Part/SeriesPricingLead TimeNotes
TVS & ESD Series Increasing35-50 week or more Lead times are increasing due to capacity issues.
Fuse & PTC FuseStable14-30 weeks Lead times are increasing due to capacity issues.
Thyristors & VaristorsStable35-50 weeks or more Lead times are increasing due to capacity issues.

PASSIVES

TDK

Part/SeriesPricingLead TimeNotes
Standard MLCCSs Unstable20-24 weeks Parts using dielectric X7T that are in shortage are on allocation.
Inductors/Ferrite Beads/Filters, MMZ/MPZ/MLZ SeriesUnstable16-28 weeksIn shortage
Automotive parts, e.g. MLF2012Unstable20-24 weeksDue to a capacity issue, these parts are subject to confirmation and are on allocation.
Automotive parts, Cap Size 0805/1206/1210 with capacitance 475;106;225UnstableOn allocationDue to a capacity issue, these parts are subject to confirmation and are on allocation.
ACT, ADL, CLF (with suffix D) Unstable16-24 weeksIn shortage

Samsung Electro-Mechanics

Part/SeriesPricingLead TimeNotes
Large cap sizes, 1206 -106/475/476/107Increasing 20 weeks or moreThese parts are on allocation due to limited capacity.

Murata

Part/SeriesPricingLead TimeNotes
Standard MLCCsIncreasing20-24 weeks Dielectric materials (C8 C7 D7 Z7) are in shortage.
Automotive MLCCs, especially for high capacitance e.g. 226, 475, 476, 107Increasing24 weeks or moreOn allocation.
Ferrite Beads BLM SeriesIncreasing20-24 weeksRaw material is in shortage.

Vishay

Part/SeriesPricingLead TimeNotes
Resistors, TNPUxxx Series, CRHV xxx Series, NOMCTxxx SeriesIncreasing23-52 weeksIn shortage

Taiyo Yuden

Part/SeriesPricingLead TimeNotes
High capacitance MLCCsIncreasingExtendedTaiyo Yuden was able to partially resume its Malaysian fab operations on June 14 and activate about 60% of its work force in accordance with domestic regulations, thereby gradually ramping up its domestic capacity utilization rate to 80%. However, given the extension of MCO 3.0 through July, Taiyo Yuden’s capacity will be further affected.
Standard MLCCsIncreasing24-28 weeksCertain shortage parts have lead times of 40 weeks or more.
Automotive MLCCsIncreasing40 weeks or moreSubject to confirmation

Yageo

Part/SeriesPricingLead TimeNotes
Common MLCCsStable10-12 weeksCertain shortage parts have lead times of 20-24 weeks.<
Resistors with COO TaiwanIncreasing20-32 weeksIn shortage<
Resistors with production in Malaysia, e.g. RT, AT, RE, PE SeriesIncreasing20-24 weeks or moreManufacturer is not accepting some new orders with high capacitance. <

CONNECTORS

TE Connectivity

Part/SeriesPricingLead TimeNotes
IM RelaysStable43-56 weeksMFR is already at full capacity.<
Automotive partsStableOn allocationMFR is already at full capacity.<